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Integrity Advisory’s Avantis US Equity ETF AVUS Stock Holding History

Integrity Advisory’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$3.29M Buy
48,353
+1,691
+4% +$116K 3.01% 10
2022
Q3 		$2.91M Buy
46,662
+626
+1% +$43K 2.7% 8
2022
Q2 		$2.99M Sell
46,036
-17,631
-28% -$1.25M 2.93% 10
2022
Q1 		$4.91M Buy
+63,667
New +$4.85M 4.82% 6

Other funds holding AVUS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Integrity Advisory's AVUS Position: Q4 2022 in Review

Integrity Advisory increased its Avantis US Equity ETF (AVUS) stake by 3.6% in Q4 2022, buying an estimated $116K and bringing the position to 48,353 shares worth $3.29M. The position accounts for 3.01% of the portfolio, ranked #10.

Integrity Advisory first reported a position in AVUS in Q1 2022 and has held it in 4 quarters since. The position peaked at $4.91M in Q1 2022. 215 funds tracked by Wall St. Rank hold AVUS as of Q4 2022.

  • Integrity Advisory held 48,353 shares of Avantis US Equity ETF worth $3.29M as of Q4 2022.
  • Integrity Advisory bought 1,691 Avantis US Equity ETF shares in Q4 2022, an estimated $116K.
  • Avantis US Equity ETF made up 3.01% of Integrity Advisory's portfolio in Q4 2022, its #10 holding.
  • Integrity Advisory first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 4 quarters since.
  • Integrity Advisory's Avantis US Equity ETF position peaked at $4.91M in Q1 2022.
  • 215 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.